Program Details
2026-03-19 13:00:00
Over 1,000+ webinars
Course Overview
2026-03-19 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 1:30 pm ESTThis session teaches attorneys how to surface the full marital estate before leverage calcifies — covering what information to collect early, how to follow control and cash flow, and why title is often just a starting point.
Charles WilhoiteJad GreiferShannon Rogers Simpson 1:30 pm - 2:00 pm ESTAttorneys work through a practical framework for determining whether property is marital, separate, or hybrid, with emphasis on how timing, source of funds, and conduct reshape classification outcomes and how to handle tracing and commingling.
Charles WilhoiteJad GreiferShannon Rogers Simpson 2:10 pm - 2:40 pm ESTThis session equips counsel to choose valuation approaches that survive scrutiny, understand the assumptions that drive outcomes, and evaluate or challenge common discounts and adjustments with credibility needed for both settlement and trial.
Charles WilhoiteJad GreiferShannon Rogers Simpson 2:40 pm - 3:10 pm ESTAttorneys will learn how to use targeted discovery and depositions to lock down admissions, test opposing experts, and convert the valuation record into settlement leverage or a compelling trial presentation.
Charles WilhoiteJad GreiferShannon Rogers SimpsonCharles Wilhoite is a Managing Director at Willamette Management Associates and the national director of the firm’s tax-exempt entity and health care services practice. His work spans valuation and forensic assignments including business and stock valuations, economic damages calculations, forensic accounting analyses, gift and estate tax valuations, ESOP-related studies, M&A valuations, purchase price allocations, and high-wealth marital dissolution property division, and he has testified nationally on damages, tax-related issues, and valuation issues.
Jad Greifer is a senior matrimonial attorney and firm leader at Cohen Clair Lans Greifer & Simpson LLP, where he was elevated to serve as co-Chair in 2023. He is recognized for his work in complex family-law matters and has received national/industry recognition, including being selected by Corporate LiveWire as New York City Divorce Lawyer of the Year (2014 & 2015). He earned his J.D., cum laude, from Harvard Law School (1995) and his B.A., cum laude, from Emory University (1992), where he was elected Phi Beta Kappa.
Shannon Rogers Simpson is the firm’s Managing Partner and an experienced trial lawyer who practices in all areas of matrimonial and family law. Her work includes custody, visitation, and support issues; valuation and equitable distribution of marital assets; and the negotiation and drafting of prenuptial, postnuptial, and separation agreements. She has negotiated successful settlements, guided clients through mediation, and when necessary litigated complicated financial and custody matters through trial, including matters that have drawn national and international attention.
Charles Wilhoite is a Managing Director at Willamette Management Associates and the national director of the firm’s tax-exempt entity and health care services practice. His work spans valuation and forensic assignments including business and stock valuations, economic damages calculations, forensic accounting analyses, gift and estate tax valuations, ESOP-related studies, M&A valuations, purchase price allocations, and high-wealth marital dissolution property division, and he has testified nationally on damages, tax-related issues, and valuation issues.
Jad Greifer is a senior matrimonial attorney and firm leader at Cohen Clair Lans Greifer & Simpson LLP, where he was elevated to serve as co-Chair in 2023. He is recognized for his work in complex family-law matters and has received national/industry recognition, including being selected by Corporate LiveWire as New York City Divorce Lawyer of the Year (2014 & 2015). He earned his J.D., cum laude, from Harvard Law School (1995) and his B.A., cum laude, from Emory University (1992), where he was elected Phi Beta Kappa.
Shannon Rogers Simpson is the firm’s Managing Partner and an experienced trial lawyer who practices in all areas of matrimonial and family law. Her work includes custody, visitation, and support issues; valuation and equitable distribution of marital assets; and the negotiation and drafting of prenuptial, postnuptial, and separation agreements. She has negotiated successful settlements, guided clients through mediation, and when necessary litigated complicated financial and custody matters through trial, including matters that have drawn national and international attention.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
